Bank of America

Bank of America Portfolio holdings

AUM $1.34T
1-Year Est. Return 19.29%
 

Bank of America, founded in 1904 as the Bank of Italy by Amadeo Giannini to serve immigrants in San Francisco, is now one of the largest financial institutions in the world, headquartered in Charlotte, North Carolina, following its 1998 merger with NationsBank. It provides a broad spectrum of services, including consumer banking, wealth management (through its Merrill division), commercial banking, and investment banking, managing trillions in assets and serving millions of customers globally.

This Quarter Est. Return
1 Year Est. Return
+19.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$619B
AUM Growth
+$7.69B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,842
New
Increased
Reduced
Closed

Top Buys

1 +$5.35B
2 +$2.38B
3 +$758M
4
UPS icon
United Parcel Service
UPS
+$685M
5
BABA icon
Alibaba
BABA
+$566M

Top Sells

1 +$1.41B
2 +$1.17B
3 +$638M
4
QCOM icon
Qualcomm
QCOM
+$599M
5
AMAT icon
Applied Materials
AMAT
+$515M

Sector Composition

1 Technology 10.06%
2 Financials 8.62%
3 Healthcare 7.36%
4 Industrials 6.49%
5 Consumer Discretionary 5.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3926
$774K ﹤0.01%
31,993
+9,978
3927
$773K ﹤0.01%
38,912
-2,265
3928
$772K ﹤0.01%
27,821
-75
3929
$769K ﹤0.01%
23,592
-24,706
3930
$769K ﹤0.01%
126,654
+8,012
3931
$768K ﹤0.01%
30,011
+3,187
3932
$768K ﹤0.01%
48,097
-5,650
3933
$767K ﹤0.01%
13,363
-15,405
3934
$767K ﹤0.01%
64,830
+12,638
3935
$765K ﹤0.01%
22,028
+1,967
3936
$765K ﹤0.01%
8,701
-3,116
3937
$765K ﹤0.01%
64,637
+28,439
3938
$765K ﹤0.01%
35,456
+8,823
3939
$765K ﹤0.01%
23,342
+8,766
3940
$764K ﹤0.01%
18,659
-3,739
3941
$764K ﹤0.01%
31,917
+602
3942
$763K ﹤0.01%
14,916
-323
3943
$763K ﹤0.01%
26,190
+24,690
3944
$762K ﹤0.01%
103,088
+51,643
3945
$762K ﹤0.01%
81,814
-4,007
3946
$762K ﹤0.01%
15,902
-18,145
3947
$761K ﹤0.01%
105,186
-4,723
3948
$761K ﹤0.01%
27,638
+1,815
3949
$759K ﹤0.01%
22,490
+7,091
3950
$758K ﹤0.01%
11,851
+97